CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.2B
AUM Growth
-$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$58.6M
2
+$52.5M
3
+$51.9M
4
EEP
Enbridge Energy Partners
EEP
+$47.9M
5
NEE icon
NextEra Energy
NEE
+$37.2M

Top Sells

1
+$78.5M
2
+$63.9M
3
+$35.2M
4
EPD icon
Enterprise Products Partners
EPD
+$34.3M
5
BAC icon
Bank of America
BAC
+$30.8M

Sector Composition

1 Energy 23.37%
2 Technology 15.81%
3 Healthcare 12.64%
4 Financials 10.9%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$349M 2.87%
12,648,008
+112,856
2
$315M 2.59%
12,637,138
-1,375,574
3
$277M 2.28%
8,953,240
+167,060
4
$222M 1.83%
6,022,684
+512,803
5
$220M 1.81%
5,354,668
+1,263,472
6
$213M 1.75%
3,585,995
+107,307
7
$189M 1.56%
9,088,383
-1,265,527
8
$187M 1.54%
4,230,686
+626,489
9
$186M 1.53%
1,534,809
+25,393
10
$174M 1.43%
4,911,573
+109,027
11
$169M 1.39%
2,102,176
+360,947
12
$164M 1.35%
6,408,880
+95,900
13
$161M 1.32%
7,765,046
+334,560
14
$160M 1.32%
2,667,924
-188,860
15
$158M 1.3%
1,363,856
-1,101
16
$151M 1.24%
1,615,037
+17,510
17
$147M 1.21%
3,416,971
+1,365,335
18
$144M 1.19%
1,781,270
-242,543
19
$141M 1.16%
1,519,984
-37,501
20
$141M 1.16%
4,625,817
+1,054,376
21
$139M 1.15%
5,034,298
+1,179,012
22
$139M 1.15%
1,476,212
+2,364
23
$133M 1.1%
2,186,726
+34,812
24
$133M 1.1%
1,990,350
-2,284
25
$132M 1.09%
2,307,372
+46,269
1
2 3 4 5